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O'Rourke & Company’s Waste Management WM Stock Holding History

O'Rourke & Company’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$386K Buy
1,678
+4
+0.2% +$919 0.15% 118
2025
Q4 		$368K Sell
1,674
-39
-2% -$8.31K 0.14% 126
2025
Q3 		$378K Buy
1,713
+3
+0.2% +$676 0.16% 122
2025
Q2 		$391K Sell
1,710
-22
-1% -$5.1K 0.18% 111
2025
Q1 		$401K Buy
1,732
+3
+0.2% +$664 0.2% 105
2024
Q4 		$349K Buy
1,729
+104
+6% +$22.3K 0.17% 114
2024
Q3 		$337K Buy
1,625
+3
+0.2% +$626 0.17% 113
2024
Q2 		$346K Buy
1,622
+1
+0.1% +$208 0.19% 100
2024
Q1 		$346K Buy
1,621
+1
+0.1% +$197 0.2% 106
2023
Q4 		$290K Buy
1,620
+1
+0.1% +$168 0.19% 106
2023
Q3 		$247K Buy
1,619
+1
+0.1% +$162 0.18% 114
2023
Q2 		$281K Buy
1,618
+1
+0.1% +$165 0.2% 108
2023
Q1 		$264K Sell
1,617
-128
-7% -$19.6K 0.2% 110
2022
Q4 		$274K Buy
1,745
+164
+10% +$26.4K 0.22% 103
2022
Q3 		$253K Buy
1,581
+1
+0.1% +$165 0.22% 100
2022
Q2 		$242K Buy
1,580
+1
+0.1% +$157 0.21% 102
2022
Q1 		$250K Buy
1,579
+2
+0.1% +$303 0.17% 109
2021
Q4 		$263K Buy
+1,577
New +$254K 0.18% 107

Other funds holding WM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

O'Rourke & Company's WM Position: Q1 2026 in Review

O'Rourke & Company increased its Waste Management (WM) stake by 0.24% in Q1 2026, buying an estimated $919 and bringing the position to 1,678 shares worth $386K. The position accounts for 0.15% of the portfolio, ranked #118.

O'Rourke & Company first reported a position in WM in Q4 2021 and has held it in 18 quarters since. The position peaked at $401K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • O'Rourke & Company held 1,678 shares of Waste Management worth $386K as of Q1 2026.
  • O'Rourke & Company bought 4 Waste Management shares in Q1 2026, an estimated $919.
  • Waste Management made up 0.15% of O'Rourke & Company's portfolio in Q1 2026, its #118 holding.
  • O'Rourke & Company first reported a position in Waste Management in Q4 2021 and has held it in 18 quarters since.
  • O'Rourke & Company's Waste Management position peaked at $401K in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.